Services
Buy-Sell Agreement Administration Services
We provide ongoing administrative oversight for buy-sell agreements and insurance LLC structures — coordinated with your existing attorneys, CPAs, and insurance advisors. This is long-term administrative management, not a one-time project.
Buy-Sell Agreement Administration
Ongoing oversight after signing — not a one-time review. We track funding status, ownership alignment, and documentation accuracy to prevent the drift that quietly breaks agreements over time. This is dedicated, long-term administrative management with clear accountability — not a review you receive once and file away.
Insurance LLC Administration
Coordination and ongoing maintenance of insurance LLC structures supporting buy-sell plans. We track the key inputs that affect funding and ownership alignment and maintain consistency across entities and records. When structures involve multiple policies, owners, or entities, we make sure the administrative layer holds together.
Premium Payment Coordination
Premium workflows designed to reduce missed or misapplied payments. We maintain documented approval chains and audit-ready records to help reduce commingling risk and payment confusion over time. Clean premium documentation protects the structure from the inside.
Ownership Change & Event Tracking
Systematic tracking for ownership changes, trigger events, and required plan updates. When something changes — a partner exit, a valuation shift, a new owner — we coordinate updates with attorneys, CPAs, and advisors and maintain change logs for continuity and clarity.
Compliance & Documentation Coordination
Ongoing documentation support and annual administrative reviews coordinated with existing advisors. This includes coordination for applicable IRS reporting such as Forms 8925 and 101(j) where relevant, along with audit-ready recordkeeping and change logs that keep the plan defensible.
Administrative Ownership & Accountability
Every buy-sell plan needs someone responsible for making sure administrative tasks happen on time and nothing falls through the cracks. We establish clear responsibility, defined workflows, and annual check-ins — because the most common reason plans fail is that no one owns the administration.
How an Engagement Works
Step 1
Review
We assess what exists — the agreement, funding, documentation, entity structure — and identify what’s missing, what’s misaligned, and what’s drifting.
Step 2
Admin Plan
We establish responsibilities, workflows, a coordination calendar, and a records structure tailored to your plan and advisory team.
Step 3
Ongoing Administration
We manage tracking, coordination, and documentation on a continuing basis. This is not a project with an end date. It’s long-term administrative oversight designed to keep your agreement working as your business evolves.
Start With a Review of What You Have
A Buy-Sell Administrative Review is the first step. We assess your current agreement, funding, and documentation — then tell you exactly where the gaps are.